WBC
BAP icon

West Branch Capital’s Credicorp BAP Stock Holding History

West Branch Capital’s Portfolio BAP Stock Details BAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,711
Closed -$791K – 77
2019
Q4 		$791K Sell
3,711
-6,449
-63% -$1.35M 0.55% 48
2019
Q3 		$2.12M Sell
10,160
-805
-7% -$174K 1.57% 17
2019
Q2 		$2.51M Buy
10,965
+225
+2% +$51.6K 2.07% 12
2019
Q1 		$2.58M Buy
10,740
+420
+4% +$100K 2.31% 10
2018
Q4 		$2.29M Sell
10,320
-481
-4% -$106K 2.41% 11
2018
Q3 		$2.41M Buy
10,801
+326
+3% +$72.9K 1.79% 16
2018
Q2 		$2.36M Buy
10,475
+2,542
+32% +$578K 1.86% 15
2018
Q1 		$1.8M Buy
+7,933
New +$1.76M 1.98% 16

Other funds holding BAP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

West Branch Capital's BAP Position: Q1 2020 in Review

West Branch Capital sold out of Credicorp (BAP) in Q1 2020, closing a stake of 3,711 shares — an estimated $791K sold.

West Branch Capital first reported a position in BAP in Q1 2018 and held it in 8 quarters. The position peaked at $2.58M in Q1 2019. 260 funds tracked by Wall St. Rank hold BAP as of Q1 2020.

  • West Branch Capital reported no remaining Credicorp position as of Q1 2020 after selling out during the quarter.
  • West Branch Capital sold 3,711 Credicorp shares in Q1 2020, an estimated $791K.
  • West Branch Capital first reported a position in Credicorp in Q1 2018 and held it in 8 quarters.
  • West Branch Capital's Credicorp position peaked at $2.58M in Q1 2019.
  • 260 funds tracked by Wall St. Rank held Credicorp as of Q1 2020.

Based on West Branch Capital's 13F filing for Q1 2020, filed 20 Apr 2020.